{
  "crd_number": 300920,
  "slug": "gridiron-partners-llc-wexford-pa-300920",
  "primary_business_name": "GRIDIRON PARTNERS, LLC",
  "legal_name": "GRIDIRON PARTNERS, LLC",
  "dbas": [],
  "city": "Wexford",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-05-26",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 285750950.0,
  "raum_discretionary": 285750950.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 25852794.0,
      "count": 6,
      "description": "LABOR UNION: GENERAL, BUILDING, AND TRAINING ACCOUNTS"
    },
    "charitable": {
      "raum": 18620420.0,
      "count": 3,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 55534832.0,
      "count": 6
    },
    "pension_profit_sharing": {
      "raum": 173441000.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 12301904.0,
      "count": 43
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://gridironpartners.com",
    "https://linkedin.com/company/gridiron-partners/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300920",
  "city_as_filed": "WEXFORD",
  "url": "https://advisorcensus.com/firm/gridiron-partners-llc-wexford-pa-300920",
  "display_name": "Gridiron Partners, LLC",
  "summary": "Gridiron Partners, LLC is an SEC-registered investment advisory firm in Wexford, PA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Gridiron Partners, LLC (CRD 300920): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Gridiron Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gridiron Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Gridiron Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Gridiron Partners, LLC located?",
      "a": "Gridiron Partners, LLC's principal office is in Wexford, PA, according to its Form ADV."
    },
    {
      "q": "Is Gridiron Partners, LLC registered with the SEC or a state?",
      "a": "Gridiron Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 300920."
    },
    {
      "q": "How much does Gridiron Partners, LLC manage?",
      "a": "Gridiron Partners, LLC reports $285,750,950 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Gridiron Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Gridiron Partners, LLC: Regulatory assets under management: $127,252,000 in the October 2021 data and $285,750,950 in the October 2026 data, up 125%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gridiron Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (43); pension and profit sharing plans (but not the plan participants or government pension plans) (10); state or municipal government entities (including government pension plans) (6)."
    },
    {
      "q": "Which custodians does Gridiron Partners, LLC use?",
      "a": "Gridiron Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, PNC Bank and US Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gridiron Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300920"
    },
    {
      "q": "Does Gridiron Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 says: \"The Firm generally imposes a minimum portfolio value of $1,000,000 for its discretionary investment management services. Gridiron , in its sole discretion, reserves the right to negotiate or waive its stated account minimum or aggregate the portfolios/accounts of family members to meet the minimum portfolio size.\""
    },
    {
      "q": "What changed in Gridiron Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $246,128,545 to $285,750,950 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 127252000.0,
      "total_employees": 2,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 147544892.0,
      "total_employees": 2,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 168442426.0,
      "total_employees": 2,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 224389614.0,
      "total_employees": 2,
      "filing_date": "2024-03-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 246128545.0,
      "total_employees": 2,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 285750950.0,
      "total_employees": 2,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $246,128,545 to $285,750,950 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The Firm’s fee schedule for SMAs varies depending on size but is generally between 0.50% and 1.50% of the account’s assets under management."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Firm generally imposes a minimum portfolio value of $1,000,000 for its discretionary investment management services. Gridiron , in its sole discretion, reserves the right to negotiate or waive its stated account minimum  or aggregate the portfolios/accounts of family members to meet the minimum portfolio size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Firm’s fee schedule for SMAs varies depending on size but is generally between 0.50% and 1.50% of the account’s assets under management.",
      "The Firm generally imposes a minimum portfolio value of $1,000,000 for its discretionary investment management services. Gridiron , in its sole discretion, reserves the right to negotiate or waive its stated account minimum  or aggregate the portfolios/accounts of family members to meet the minimum portfolio size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "PNC Bank",
      "name_as_filed": "PNC BANK",
      "affiliated": false
    },
    {
      "name": "US Bank",
      "name_as_filed": "US BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/gridiron-partners-llc-wexford-pa-300920.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 43,
      "fewer_than_5": false,
      "raum": 12301904.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 173441000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 18620420.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 55534832.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 6,
      "fewer_than_5": false,
      "raum": 25852794.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300920",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}